Rob Kozlowski

Displaying 11 results
RETIREMENT RETIREMENT PLANNING MAY 10, 2018
Chattanooga pension fund accuses Wells Fargo of fraud in revenue sharing

The Chattanooga Fire and Police Pension Fund's allegations involve rebates of revenue-sharing from mutual funds

NEWS REGULATION AND LEGISLATION MAY 08, 2018
Piwowar to resign from SEC

GOP commissioner says he will step down by July 7.

RETIREMENT RETIREMENT PLANNING MAR 01, 2018
Defined-contribution plans showing returns closer to those of pensions

White paper says gap is closing between DC and DB plans.

NEWS REGULATION AND LEGISLATION NOV 08, 2017
J.P. Morgan settles lawsuit on alleged fiduciary breach in stable value funds

The $75M agreement ends a years-long class-action trial.

RETIREMENT RETIREMENT PLANNING SEP 28, 2017
General Electric 401(k) participants sue over poor-performing GE Asset Management funds

Plaintiffs allege GE breached fiduciary duties by selecting proprietary funds.

RETIREMENT RETIREMENT PLANNING SEP 26, 2017
Judge dismisses lawsuit by Wells Fargo 401(k) participants

Plaintiffs failed to show the 401(k) plan executives breached their fiduciary duties, according to the judge.

EBRI hires Mercer partner Conaway to replace Salisbury as CEO
RETIREMENT RETIREMENT PLANNING AUG 19, 2015
EBRI hires Mercer partner Conaway to replace Salisbury as CEO

New executive will leave consulting firm at end of September; has been on benefits research firm's board for more than a decade.

Northern Trust: Managers remain optimistic on U.S. economy
INVESTING EQUITIES APR 20, 2015
Northern Trust: Managers remain optimistic on U.S. economy

Outlook on eurozone is somewhat upbeat, survey shows.

Defined contribution plans doubled asset growth of pensions in 2014
RETIREMENT RETIREMENT PLANNING FEB 17, 2015
Defined contribution plans doubled asset growth of pensions in 2014

Annual survey by Pensions & Investments finds DC plans gained 12.8% last year, driven mostly by market gains.

NEWS INDUSTRY NEWS SEP 30, 2012
Large-cap equities take six of top 10 spots for 12-month period